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Welcome back to the Inspire Advisor dashboard.

Please let us know if you are unable to find specific information here that you are looking for.
Give us a call at (877) 859-6383 or email us at inspire@inspireadvisors.com

Practice Management

Firm-provided resources to help run your BEST, biblically aligned practice for the glory of God.

Orion Advisor Tech Logo

Robust financial technology including reporting, billing, trading, compliance, business intelligence, marketing, data services, financial planning and much more

Orion Login
Office 365 Logo

One integrated solution including Teams, OneDrive cloud storage, and Office apps with advanced security options

Microsoft Login
Microsoft Exchange Logo

Access your custom @inspireadvisors email address

Microsoft Login

Faith-based investment options matched precisely with your client’s unique values and tracked over time with customizable reports

Insight Pro Login

Get discount on your Fedex account through LPL Financial

Discount Instructions

Products


Custodians

Charles Schwab

(800) 435-4000

Folio

(888) 230-5635

LPL

(800) 877-7210

REIT

Cantor Fitzgerald

Tom Fraser
Work (212) 829-5202
Cell (914) 260-0277

DLP Capital

Shawn Groves
shawn.groves@dlpcapital.com
(484) 821-5823

Inland Sec

(800) 323-6122
Press 3 to speak to wholesaler
or visit
go.inland-investments.com/Who-to-Call

Retirement

Aspire

(866) 634-5873
Option depends on product

Epic

(623) 201-0674,
tcase@epicrps.com

MERP

Jerod C. Fenton, CFP®, AIF®
(760) 705-3517

401Go

Karli Maughan
(801) 616-3672
karli@401go.com

Structured Notes

First Trust

Ben Johnson

(206) 512-9216
bjohnson@ftportfolios.com

Annuity

Great Western (GWIC)

m1agentsupport@americanenterprise.com
(866) 252-5594, option 2

Nationwide

(800) 321-6064
Select Annuities, then Sales

RetireOne: Constance

BRI Annuity Wrapper
(877) 575-2742
service@retireone.com
retireone.com

Estate Planning

EncorEstate Plans

Daniel Michaelsen
(509) 215-3688
daniel.michaelsen@encorestateplans.com

Manage Held Away Accounts

Pontera

Kevin Werner
(609) 647 5984
kevin@pontera.com

Student Loan Refinancing

Yrefy

Angie Stauffer
(480) 841-6983
astauffer@yrefy.com

Held Away Cash Solutions

Insights

Brand Resources

Be proud of the Inspire Advisor Brand.

Brand Assets

Head over to the brand page for all the assets you’ll need to get started.  Logos, email signature, letterhead and more!

Brand Assets

Marketing Materials

Digital and printed materials ready to serve you

Biblically Responsible Investing: On Wall Street As It Is In Heaven by Robert Netzly

Order 10 or more books and use Discount Code BRI50 for 50% off

Digital DownloadOrderAccess filesPrint DownloadAdvisor BrandableFINRA Letter
Companies That Inspire

Examples of holdings in Inspire ETFs

Digital DownloadOrderAccess filesPrint DownloadAdvisor BrandableFINRA Letter
Go Ye into All the World Whitepaper

Learn about the home country bias and the importance of investing internationally.

Digital DownloadOrderAccess filesPrint DownloadAdvisor BrandableFINRA Letter
Who We Are

Who We Are. What We Believe. Why We Exist.

Digital DownloadOrderAccess filesPrint DownloadAdvisor BrandableFINRA Letter

Pull-Up Banners

33.5" x 79" Banner - Sized for print at 4Imprint.com

Meet the Smiths Pull-Up Banner
Digital DownloadPrint DownloadFinRA Letter

Presentations

Transform25 Presentations

For internal use only.

Digital DownloadPrint DownloadFinRA Letter
What is Faith Based Investing (Presentation)

Digital DownloadPrint DownloadFinRA Letter